Alternative Asset Literacy — Advisor

Models a multi-year program of private-fund commitments (PE, VC, private credit and similar): capital calls, distributions, unrealized NAV, and the year with the worst net cash flow, using a simplified adaptation of the Takahashi-Alexander pacing framework. Contribution pace, distribution pace and fund life are inputs. Runs across several named forward-looking growth scenarios by default; set scenario to a single id for one result. Pass annual_liquidity_budget to flag the years a stated budget would be breached.

Returns 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, general fiduciary and planning). Each question includes signs of an inadequate answer, signs of a competent answer, and why it matters. Use it to prepare for questions a client may ask about a topic.

Checks a draft client communication about alternative assets for anecdotal or FOMO framing, suitability-assertion language, and missing accredited-investor or risk disclosure when it discusses PE, VC, hedge funds, DeFi or art funds. Returns flagged passages with severity and a suggested fix. Use it on a draft before it is sent to a client.

Returns a prep briefing for each of a day's client meetings in one call. Input is a list of meetings (client description, optional topic, optional time). Each briefing has the matched topic, two key terms, a sourced opening fact, and a risk-alignment summary if a risk tolerance was given. It does not access any calendar; the advisor supplies the meetings.

Given an asset type or structure label (for example 'private equity fund', 'DeFi position', 'art fund'), returns a plain-language definition, the cognitive bias most likely to affect how a client perceives it, a matching due-diligence framework reference, and one talking point that does not assert suitability. Use it to explain what a holding is.

Given a description of a client, returns an education bundle an advisor can share: a 3-module learning path, 3 key terms, a suggested message to send the client, and toolkit highlights.

Returns a meeting opener for the first minute of a client call: one sourced statistic, one related glossary term and a suggested opening line. Uses only the fact bank and the glossary.

Given a description of the topics discussed in a client meeting, returns a private coaching note for the advisor (the cognitive bias the client's language suggests and how to approach it), a separate ready-to-send client follow-up message with a term, a sourced fact and a suggested next module, and a compliance self-check of that message for anecdotal framing, suitability language and missing disclosures. The coaching note is written for the advisor, not the client.

Looks up a firm or individual in the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck records. Returns registration scope (active or inactive, broker-dealer and/or investment adviser) and whether either record lists a disclosure event. The searched name is sent to those two public services. A starting point for due diligence, not a substitute for the full public record.

Runs a Monte Carlo simulation (thousands of trials) estimating the odds that a client's savings and contributions support a stated retirement income target. It does not assume a fixed withdrawal rule such as the 4% rule; the target income is an input. Results are reported under each of several named forward-looking market scenarios by default. An educational planning aid, not a recommendation.

Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category (DeFi, private equity/VC, art & collectibles, ESG/climate, alternative investing/real estate) — for use alongside, never in place of, the advisor's own suitability review. Every category is always returned, each flagged with whether its general risk level aligns with what the client stated, so a mismatch is always a visible, explicit result rather than a silently omitted option. Also returns cross-cutting behavioral risk factors that apply regardless of category. This is educational risk categorization, not a recommendation or suitability determination.

The financial and legal mechanics of the art market: advisor conflicts of interest, provenance and authentication risk, primary versus secondary market signals, 2023-2025 Artprice100 index performance, and older academic return studies (Mei & Moses; Renneboog & Spaenjers), presented as historical context. The two studies reach different conclusions.

Returns the Art Learning Track: 3 tracks and 9 lessons covering art concepts and practices (value, market fundamentals, evaluation), female artists as an asset class (the historical valuation gap and market opportunity), and an art investor's toolkit (research resources, due diligence, working with professionals). Use it for art history and appreciation background.

Searches a curated library of books, podcasts and academic papers on art history, markets and investing. Filter by category ('books', 'podcasts', 'papers') and/or a free-text query against title, author and summary.

Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relevance, how it gets 'hijacked' into bad decisions, and concrete navigation strategies. Useful for explaining WHY a bias happens, not just naming it.

Decision-making across asset classes: advisor self-awareness, structural tools for managing client behavior, framing effects, mental accounting, and the peer-reviewed foundations (Kahneman & Tversky; De Bondt & Thaler).

Decentralized finance as an asset class: protocol-level revenue mechanics (Aave, Uniswap), documented failure modes (Terra/Luna, smart contract exploits), sizing, custody and tax considerations, and the current state of peer-reviewed DeFi research.

Returns disclosure text of two kinds, plus the accredited investor definition and a risk disclosure. The 'regulatory' disclosure describes what this service's content is and is not, names this service's operator, and is for the advisor's own records. The 'client_facing' disclosure is neutral boilerplate without company branding, written to be appended to client communications.

ESG investing evaluated on the Triple Bottom Line (People, Planet, Profit; Elkington, 1994): why ratings diverge across providers, fee, cost and performance data, greenwashing detection, and what the peer-reviewed literature does and does not settle.

Returns a short, sourced statistic about women and finance, behavioral economics, alternative investing, or the art market, with the original source cited. Optional category filter.

A 2026 proposal, not institutionally adopted, to measure an economy by what it regenerates (ecological, social and capital dimensions) rather than what it produces. Presented as an unvalidated framework alongside established 'beyond GDP' precedents: Bhutan's Gross National Happiness Index, the UN SEEA Ecosystem Accounting standard, state-level Genuine Progress Indicators and Doughnut Economics.

The advice gap and the gender-lens investing gap as practice issues for an advisor: auditing your own recommendation patterns, couples and continuity dynamics, handling a client's gender-lens request with screening and due diligence, and peer-reviewed research for having the conversation.

Browse all 351 glossary terms by category. Categories: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing. Omit category to browse all terms.

Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.

Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.

Returns educational content (sections, citations, quiz preview) for one of 9 learning modules: Investing Primer, Alternative Investing, Behavioral Economics, Gender and Behavioral Investing, DeFi, Art as Investment, Climate/ESG & Real World Assets, DeFi Investing, and Kahlo x Basquiat. The Investing Primer is returned in full; each other module returns its first section(s) and first quiz, with the remaining sections listed by title. Narrative educational content only.

How to evaluate a client's roll-or-cash-out decision in a GP-led continuation fund: governance questions (fairness opinion provenance, LPAC engagement), fee-clock incentives and behavioral framing for the client and the GP, and how to present triple-bottom-line and gender-lens angles as hypotheses. Written from the advisor's practice and compliance perspective.

Returns a curated reading list spanning behavioral economics, venture capital, economic history and policy, each with author, year, summary and an Apple Books link.

Returns institutional research papers by category: 43 papers from the IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD and TCFD. Use it to find primary sources on a topic.

How to discuss tokenized Treasuries, money-market funds and other on-chain-wrapped assets with a client without conflating them with speculative crypto: due-diligence questions (structural model, redemption cap, custodian concentration), suitability framing around liquidity mismatch, and the state of SEC guidance as of January 2026. Written from the advisor's practice and compliance perspective.

Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal documents, advisor-team building, total-cost breakdowns, and market research databases. Optionally filter by category ('Research', 'Due Diligence', 'Professionals', 'Risk Management', 'Tax & Legal') or by asset class (e.g. 'Art', 'DeFi', 'Private Equity').

Why venture capital and private equity are separate asset classes, what verifying a client's accredited investor status requires of the advisor of record (506(b) self-certification versus 506(c) verification), and how to approach a family-office conversation, including the SEC's 2011 Family Office Rule and 2026 single- and multi-family-office cost and AUM-threshold data. Written from the advisor's practice and compliance perspective.